Debbie Wasserman Schultz Stock Portfolio

Simulatedⓘ

Democratic · House · FL

Debbie Wasserman Schultz's stock portfolio and returns vs the S&P 500, built from publicly disclosed congressional trades. Simulated using FIFO position matching and time-weighted returns.

Portfolio Value

$169K

Unrealized P&L

$113K

+201.8%

Realized P&L

-$965

Open Positions

Performance vs S&P 500

-2.5%

SPY +3.7%

α -6.2%

-11.2%

SPY +4.6%

α -15.8%

-10.4%

SPY +11.4%

α -21.9%

+90.5%

SPY +22.3%

α +68.2%

+391.2%

SPY +72.3%

α +318.9%

+51.4%

SPY +75.1%

α -23.6%

All

+118.0%

SPY +86.4%

α +31.5%

Head-to-head with S&P 500

Live Holdings7 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
NGD	New Gold Inc	6,723	$1.19	$9.08	$61K	36.1%	+663.0%
ICHR	Ichor Holdings Ltd	569	$14.06	$68.30	$39K	23.0%	+385.8%
AG AGI	Alamos Gold Inc Class A Common Shares	1,022	$7.83	$32.89	$34K	19.9%	+320.1%
HL HL	Hecla Mining Company Common Stock	1,587	$5.04	$16.76	$27K	15.7%	+232.6%
SSYS	Stratasys Ltd	851	$9.40	$8.90	$8K	4.5%	-5.3%
QM QMCO	Quantum Corporation	77	$103.80	$12.05	$928	0.6%	-88.4%
EM EMKR	EMCORE Corporation	127	$62.80	$3.10	$394	0.2%	-95.1%

About this simulation

This portfolio is a simulation built from publicly disclosed STOCK Act filings. Since politicians only report trade amounts as ranges (e.g., “$1,001 - $15,000”), we use the midpoint of each range and the closing price on the trade date to estimate share counts. Returns are calculated using Time-Weighted Return (TWR), the industry standard for measuring stock-picking skill independent of cash flow timing. Read the full methodology →